Visma.net ERP
Renew a contract
You use the Kundavtal (CT301000) window to renew a single contract.
To renew a number of contracts at once, you use the Förnya avtal (CT502000) window.
- Go to the Kundavtal (CT301000) window.
- In the Contract ID field, select the contract you want to renew.
- Click Actions, and select Renew contract. If the operation is completed successfully, one of the following occurs:
- For a renewable contract, the expiration date is shifted by its duration and the renewal fee is invoiced.
After the renewal operation is completed, you can view and further process the generated invoice on the Sales history tab of the Kundavtal (CT301000) window. - For an expiring contract, another contract (which is a copy of the expiring contract with a new ID) is created with the Draft status.
You can view all related contracts (both parent and child) on the Contract history tab of the Kundavtal (CT301000) window.
- For a renewable contract, the expiration date is shifted by its duration and the renewal fee is invoiced.
Renew multiple contracts
You can also renew multiple contracts at once, as long as each of the contracts has the Renew automatically check box selected in the Kundavtal (CT301000) window. To renew multiple contracts, do the following:
- Go to the Förnya avtal (CT502000) window.
- In the Renewal date field, select the start date of the date range in which the contracts will expire.
The list of contracts that expire during the specified range (and thus require renewal) is generated.
- Valfritt: Expand or narrow the list of contracts by narrowing the list of contracts to be displayed by selecting the customer class, the contract template, or both.
- Do one of the following:
- To renew all listed contracts, click Process all.
- To renew only selected contracts, select the empty check boxes for the contracts you want to renew, and click Process.
If the contracts are renewed successfully, the system marks them with green check marks.
You can view and further process the generated invoices on the Sales history tab of the Kundavtal (CT301000) window for each contract.
Also, you can use invoice-related windows for further processing.
For details, see: Process invoices - overview.
